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Impact Partnership Wealth’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Impact Partnership Wealth’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
64,190
+14,835
+30% +$701K 0.3% 39
2026
Q1 		$2.3M Buy
49,355
+10,292
+26% +$489K 0.28% 43
2025
Q4 		$1.86M Buy
39,063
+7,775
+25% +$372K 0.24% 47
2025
Q3 		$1.51M Buy
31,288
+17,090
+120% +$825K 0.22% 47
2025
Q2 		$684K Buy
+14,198
New +$682K 0.13% 90

Other funds holding JBBB

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Impact Partnership Wealth's JBBB Position: Q2 2026 in Review

Impact Partnership Wealth increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 30% in Q2 2026, buying an estimated $701K and bringing the position to 64,190 shares worth $3.04M. The position accounts for 0.3% of the portfolio, ranked #39.

Impact Partnership Wealth first reported a position in JBBB in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Impact Partnership Wealth held 64,190 shares of Janus Henderson B-BBB CLO ETF worth $3.04M as of Q2 2026.
  • Impact Partnership Wealth bought 14,835 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $701K.
  • Janus Henderson B-BBB CLO ETF made up 0.3% of Impact Partnership Wealth's portfolio in Q2 2026, its #39 holding.
  • Impact Partnership Wealth first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.